Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burlington Stores, Inc.BURL · Entity 1691 | Chief Financial Officer | August 03, 2026 | August 05, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burlington Stores, Inc.
Report date August 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,676 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Tax withholding · Disposed 216 · Balance 26,676 F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 03, 2026 Filed Aug 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 216 | $368.23 | $79,537.68 |
DisclosureSEC source: 0001193125-26-335142 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,676 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 1,500 | $0.00 Strike: $150.17 | $0.00 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · derivative · entry 7 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,314 Underlying: Common Stock · 1,500 shares Expires 2032-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_date: The options are exercisable as to 100% of the shares. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionEmployee Stock Option (right to buy) · Derivative | 3,768 | $0.00 Strike: $150.17 | $0.00 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · derivative · entry 6 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,257 Underlying: Common Stock · 3,768 shares Expires 2032-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The options are exercisable as to 75% of the shares. The remaining 1,257 shares are scheduled to vest on August 1, 2026. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 3,210 | $341.10 | $1,094,931.00 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · nonDerivative · entry 5 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,892 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $340.93 to $341.43. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,060 | $340.34 | $701,100.40 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · nonDerivative · entry 4 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,102 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $339.86 to $340.72. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | SaleCommon Stock | 2,930 | $339.10 | $993,563.00 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · nonDerivative · entry 3 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,162 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $338.72 to $339.68. The reporting person undertakes to provide to Burlington Stores, Inc., any security holder of Burlington Stores, Inc., or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote to this Form 4. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 1,500 | $150.17 | $225,255.00 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,092 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 17, 2026 Filed Jun 22, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Exercise / conversionCommon Stock | 3,768 | $150.17 | $565,840.56 |
DisclosureSEC source: 0001193125-26-277528 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,592 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 584 | $318.00 | $185,712.00 |
DisclosureSEC source: 0001193125-26-206450 · ownership.xml · nonDerivative · entry 4 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,824 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 324 | $318.00 | $103,032.00 |
DisclosureSEC source: 0001193125-26-206450 · ownership.xml · nonDerivative · entry 3 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,408 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 291 | $318.00 | $92,538.00 |
DisclosureSEC source: 0001193125-26-206450 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,732 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 2,972 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-206450 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,023 F1 · security: Restricted stock units granted on May 1, 2026, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| March 23, 2026 Filed Mar 25, 2026 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 4,186 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-124139 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,051 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the settlement of performance-based restricted stock unit awards. Read SEC document |
| February 17, 2026 Filed Feb 19, 2026 21:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 10,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-059430 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,237 F1 · kind: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on May 1, 2023. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 190 | $273.18 | $51,904.20 |
DisclosureSEC source: 0000950170-25-103057 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,189 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 01, 2025 Filed Aug 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 2,042 | $273.18 | $557,833.56 |
DisclosureSEC source: 0000950170-25-103057 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,379 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 285 | $228.00 | $64,980.00 |
DisclosureSEC source: 0000950170-25-063552 · ownership.xml · nonDerivative · entry 3 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,421 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 256 | $228.00 | $58,368.00 |
DisclosureSEC source: 0000950170-25-063552 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,706 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 5,044 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-063552 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,962 F1 · security: Restricted stock units granted on May 1, 2025, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| March 21, 2025 Filed Mar 25, 2025 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 1,383 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-044392 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,918 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the settlement of performance-based restricted stock unit awards. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 21:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 4,969 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-024163 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,301 F1 · kind: Shares acquired upon the settlement of performance-based restricted stock unit awards granted by the Company to the reporting person on August 1, 2022. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 190 | $255.24 | $48,495.60 |
DisclosureSEC source: 0000950170-24-090763 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,332 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 01, 2024 Filed Aug 5, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 1,175 | $255.24 | $299,907.00 |
DisclosureSEC source: 0000950170-24-090763 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,522 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 7,140 | $0.00 Strike: $178.02 | $0.00 |
DisclosureSEC source: 0000950170-24-052924 · ownership.xml · derivative · entry 3 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,140 Underlying: Common Stock · 7,140 shares Expires 2034-05-01 F3 · derivative.exercise_date: Options granted on May 1, 2024 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 162 | $178.02 | $28,839.24 |
DisclosureSEC source: 0000950170-24-052924 · ownership.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,697 F2 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 2,800 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-052924 · ownership.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,859 F1 · security: Restricted stock units granted on May 1, 2024, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 120 | $174.09 | $20,890.80 |
DisclosureSEC source: 0001209191-23-044413 · doc4.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,059 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| August 01, 2023 Filed Aug 3, 2023 20:15 UTC | Burlington Stores, Inc. BURL · Entity 1691 | Tax withholdingCommon Stock | 855 | $174.09 | $148,846.95 |
DisclosureSEC source: 0001209191-23-044413 · doc4.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,179 F1 · kind: Represents shares withheld to satisfy tax withholding obligations in connection with the vesting of restricted stock units. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:51 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 6,758 | $0.00 Strike: $186.61 | $0.00 |
DisclosureSEC source: 0001209191-23-027122 · doc4.xml · derivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,758 Underlying: Common Stock · 6,758 shares Expires 2033-05-01 F2 · derivative.exercise_date: Options granted on May 1, 2023 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 21:51 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 2,512 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-027122 · doc4.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,034 F1 · security: Restricted stock units granted on May 1, 2023, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:35 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 31,814 | $0.00 Strike: $150.17 | $0.00 |
DisclosureSEC source: 0001209191-22-044198 · doc4.xml · derivative · entry 4 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,814 Underlying: Common Stock · 31,814 shares Expires 2032-08-01 F4 · derivative.exercise_date: Options granted on August 1, 2022 that become exercisable as to 28.5% of the options on August 1, 2023, as to 28.5% of the options on August 1, 2024 and as to 43% of the options on August 1, 2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:35 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantEmployee Stock Option (right to buy) · Derivative | 5,025 | $0.00 Strike: $150.17 | $0.00 |
DisclosureSEC source: 0001209191-22-044198 · doc4.xml · derivative · entry 3 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,025 Underlying: Common Stock · 5,025 shares Expires 2032-08-01 F3 · derivative.exercise_date: Options granted on August 1, 2022 that become exercisable in one-quarter installments on each of the first four anniversaries of the grant date. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:35 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 11,654 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044198 · doc4.xml · nonDerivative · entry 2 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,522 F2 · security: Restricted stock units granted on August 1, 2022, vesting 28.5% on August 1, 2023, 28.5% on August 1, 2024 and 43% on August 1, 2025. Read SEC document |
| August 01, 2022 Filed Aug 3, 2022 20:35 UTC | Burlington Stores, Inc. BURL · Entity 1691 | GrantCommon Stock | 1,868 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-044198 · doc4.xml · nonDerivative · entry 1 Wolfe Kristin · CIK 0001936931 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,868 F1 · security: Restricted stock units granted on August 1, 2022, vesting one-quarter on each of the first four anniversaries of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.